Craig Scott Phillips
Oprichter bij Client 1st Advisory Group LLC
Actieve functies van Craig Scott Phillips
Bedrijven | Functie | Begin | Einde |
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Client 1st Advisory Group LLC
Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | President | 01-01-2022 | - |
Oprichter | 01-03-2013 | - | |
Algemeen Directeur | 01-03-2013 | 01-01-2022 |
Loopbaan van Craig Scott Phillips
Eerdere bekende functies van Craig Scott Phillips
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Corporate Officer/Principal | - | - |
Opleiding van Craig Scott Phillips
Florida State University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Chief Executive Officer | 1 |
Founder | 1 |
President | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
Client 1st Advisory Group LLC
Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |